IVY CAPITAL MANAGEMENT LLC

Overview

IVY Capital Management LLC operates as a limited liability company focused on advisory services for institutional clients. The firm reports an owner-type of individual and is classified as unclassified for regulatory purposes. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, and institutional clients, and it runs educational seminars and workshops as part of client engagement. IVY Capital describes itself as an active ESG investor, indicating environmental, social and governance factors are incorporated into its investment process. Fee arrangements are flexible: the firm can charge a percentage of assets under management, hourly fees, and performance-based fees. IVY Capital is not identified as a capital allocator and does not present itself as a multi-state adviser.

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